The Tech Strategy Podcast
A podcast by TechMoat Consulting on the strategies of the best digital companies in the US and China / Asia.
Tech Strategy offers:
-Deep dives into the strategies and business models of leading tech companies.
-Lessons on important digital concepts.
Lots more information available at Jefftowson.com and techmoatconsulting.com
To marketers, I do not have podcast guests.
This podcast is not investment advice. Me and any guests may get the numbers or information wrong. The views expressed may no longer be relevant. Investing is risky. Do your own research.
Episodes
265 episodes
Understanding AI Infrastructure Part 1: Apps + AI, Saas + AI and AI Data Centers (265)
This week’s podcast is the first in a series about AI infrastructure. Both capabilities and costs.You can listen to this podcast
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Season 1
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Episode 265
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49:50
Master These 4 Topics to Win in Digital (264)
This week’s podcast is a summary of my approach to digital strategy.You can listen to this podcast here, which has the slides...
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Season 1
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Episode 264
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33:55
How to Build an Agentic AI Operating Model (263)
This week’s podcast is a plan for building an Agentic AI operating model.You can listen to this podcast here, which has the slides and...
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Season 1
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Episode 263
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42:10
My Take-Aways from the Tencent AI Cloud Summit (262)
This week’s podcast is a summary of my visit to the Tencent Cloud Data Ecosystem Summit in Shenzhen.You can listen to this podcast
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Season 1
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Episode 262
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34:39
My Playbook for Data-Empowered Operations (261)
This week’s podcast is a quick summary of how to use data in operations. You can listen to this podcast here, which ha...
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Season 1
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Episode 261
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33:31
Why Data Network Effects and Data Scale Aren’t Moats. Plus, More on Bundling. (260)
This week’s podcast is about why bundling (and cross-selling and upselling) are so powerful in digital. Plus, some thoughts on why data moats are mostly not real.You can listen to this podcast
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Season 1
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Episode 260
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52:30
My Playbook for Digital Growth (259)
This week’s podcast is about digital growth, which is really a process. It's a weekly grind to capture incremental growth as well and new waves.You can listen to this podcast
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Season 1
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Episode 259
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47:08
Habit Formation and 3 Other Psych Hacks You Can Copy from Gmail (258)
This week’s podcast is about habit formation. And Gmail is a good example of a moderate version of this that can be copied.You can listen to this podcast
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Season 1
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Episode 258
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42:28
4 GenAI Take-Aways from Sangeet Choudary’s Book Reshuffle (257)
This week’s podcast is about generative AI strategy. And it's my summary of some key points of Sangeet Choudary's book "Reshuffle: Who wins when AI restacks the kno...
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Season 1
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Episode 257
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45:54
Cainiao's Big Growth Despite an Uncertain Strategy. An Example of Alibaba’s Management Playbook. (256)
This week’s podcast is about Cainiao's rapid rise from 2014-2022. Despite having a pretty unclear strategy. It's another example of Alibaba's Management Playbook.You can listen to this podcast
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Season 1
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Episode 256
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42:21
Understanding Pinduoduo and Search vs. Engagement-Focused Ecommerce (255)
This week’s podcast is about search-focused vs. interaction / engagement focused ecommerce. And a lot about Pinduoduo.You can listen to this podcast
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Season 1
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Episode 255
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52:34
3 Lessons from My Visit to Tencent AI Cloud (254)
This week’s podcast is about my visit to Tencent AI Cloud in Beijing.You can listen to this podcast here, which has the s...
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Season 1
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Episode 254
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38:55
How Alibaba.com Re-Ignited Growth with the Alibaba Management Playbook (253)
This week’s podcast is about how Alibaba.com restructured its business and re-ignited growth in 2017-2018.You can listen to this podcast
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Season 1
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Episode 253
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42:07
How Amap Beat Baidu Maps. My Summary of the Alibaba Playbook. (252)
This week’s podcast is about how Alibaba's Amap quickly dethroned market leader Baidu Maps.You can listen to this podcast
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48:27
5 Things People Get Wrong about Scale Advantages, Economies of Scale and Moats (251)
This week’s podcast is about scale advantages. Which are different than economies of scale.You can listen to this podcast
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Season 1
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Episode 251
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46:46
Strategies for Fragmented (and Other Highly Competitive) Industries (250)
This week’s podcast is about fragmented industries. And other industry structures that are overly competitive. It summarizes a lot of Michael Porter's writing on this subject.You can listen to this podcast
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Season 1
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Episode 250
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44:52
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3 Take-Aways from My Visit to Tencent (249)
This week’s podcast is about my visits to Tencent. Which is becoming much more about AI.You can listen to this podcast here, wh...
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Season 1
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Episode 249
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34:48
From Learning and Adaptation to Intelligence (248)
This week’s podcast is about learning and adaptation as a core capability. Which is becoming much more important with AI.You can listen to this podcast
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Season 1
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Episode 248
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42:01
The 6 Pillars of Huawei’s “Cloud for AI” Strategy (247)
This week’s podcast is about Huawei's AI strategy. Specifically it's "Cloud for AI" approach to hardware and infrastructure.You can listen to this podcast
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Season 1
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Episode 247
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44:03
The Audience Builder Platforms Behind YouTube, TikTok and Instagram (246)
This week’s podcast is about audience builder platforms.You can listen to this podcast here, which...
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Season 1
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Episode 246
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48:07
Lessons from My Visit to Alibaba Cloud (244)
This week’s podcast is about my visit to Alibaba Cloud headquarters in Hangzhou.You can listen to this podcast here, which has...
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Season 1
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Episode 244
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49:23
Lessons from My Visit to Baidu Headquarters (243)
This week’s podcast is about my visit to Baidu.You can listen to this podcast here, which has the slides and graphics men...
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Season 1
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Episode 243
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29:08
Lessons from My Visits to Xiaomi and Unitree Robotics (242)
This week’s podcast is about my visits to Xiaomi and Horizon Robotics.You can listen to this podcast here, whic...
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Season 1
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Episode 242
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53:01
An Introduction to WeRide (241)
This week’s podcast is about WeRide. And about real-world AI.You can listen to this podcast here, which has the slides and graphics mention...
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Season 1
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Episode 241
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36:14
Horizon Robotics and the Rise of Chinese AVs / Real World AI (240)
This week’s podcast is about Horizon Robotics. And about real-world AI. Especially when coming out of China.I am also trying to figure out how ecosystems of developers can become strengths for business. Especially when amplified by open-...
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Season 1
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Episode 240
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58:00
